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Fidus Invt shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Fidus Invt (FDUS) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Fidus Invt

Tip: Access up to 7 years of quarterly data

All positions including Fidus Invt held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidus Invt by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $314k 16k 19.69
2023-09-30 $324k 17k 19.20
2023-06-30 $303k 16k 19.60

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Fidus Invt

Raymond James & Associates
Van Eck Associates Corp.
Two Sigma Investments
Raymond James Financial Services Advisors
Two Sigma Advisers
Millennium Management
Citadel Advisors
Advisors Asset Management
Legal & General Group
Novare Capital Management
PFG Advisors
Davis Investment Partners
Connor, Clark & Lunn Investment Management
MGB Wealth Management
GraniteShares Advisors

View all funds holding Fidus Invt